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CMBA
C.M. Bidwell & Associates Portfolio holdings
AUM
$214M
1-Year Est. Return
18.82%
This Fund
S&P 500
1 Year Est. Return
+18.82%
AUM
$109M
AUM Growth
-$6.63M
(-5.7%)
Holding
467
Top Buys
| 1 | +$1.4M | |
| 2 | +$966K | |
| 3 | +$896K | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$833K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$797K |
Top Sells
| 1 | +$1.27M | |
| 2 | +$1.1M | |
| 3 | +$1.03M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$718K |
| 5 |
Parker-Hannifin
PH
|
+$715K |
Sector Composition
| 1 | Technology | 11.95% |
| 2 | Financials | 9.98% |
| 3 | Healthcare | 7.28% |
| 4 | Industrials | 6.12% |
| 5 | Consumer Discretionary | 5.58% |